Receipts

The item receipts feature helps track incoming inventory by enabling merchants to confirm and document received items from vendors. As products arrive, merchants can update quantities, mark items as "received," and record delivery dates. This feature supports partial shipments, provides status options (like draft or received), and ensures real-time inventory accuracy for efficient stock management.

Demo:

Documentation:

1. Access the Purchase Order

• Once you’ve received all or some items from your vendor, open the associated purchase order in WorkMate.

Example: PO-#53

2. Create a receipt

Tip: Once you receive your products (whether it's the entire purchase order or just a portion of it), you can create a receipt for the received items. This helps you keep an organized record and track everything effectively.

• Within the purchase order, scroll down to find the Receipts section.

• Click the New receipt button.

• Alternatively, you can also click Receive products in the Products section.

3. Enter Receipt Details

• In the Description section, enter in an optional description.

• Next, select a status of either Draft, Archived, or Completed.

Tip: Archived and Completed statuses cannot be changed after saving.

• On this page, you can update the received quantities by reviewing and counting the items delivered. You can also enter the item's serial number if it is serialized.

Example: Serialized and non-serialized items

• After verifying your quantities, click Save.

• Your purchase order will be updated to reflect the items that have been received.

• Finally, Save your purchase order.

• After saving, your Shopify inventory will be updated to reflect the purchase order.